0001847258-21-000009.txt : 20210407 0001847258-21-000009.hdr.sgml : 20210407 20210407151659 ACCESSION NUMBER: 0001847258-21-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210407 DATE AS OF CHANGE: 20210407 EFFECTIVENESS DATE: 20210407 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WC Walker & Associates, Inc. CENTRAL INDEX KEY: 0001847258 IRS NUMBER: 330758157 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21059 FILM NUMBER: 21811911 BUSINESS ADDRESS: STREET 1: 623 N. HARBOR BLVD. FULLERTON CA 92832 CITY: FULLERTON STATE: CA ZIP: 92832 BUSINESS PHONE: 17144468750 MAIL ADDRESS: STREET 1: 623 N. HARBOR BLVD. FULLERTON CA 92832 CITY: FULLERTON STATE: CA ZIP: 92832 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001847258 XXXXXXXX 03-31-2021 03-31-2021 WC Walker & Associates, Inc.

623 N. HARBOR BLVD. FULLERTON CA 92832 FULLERTON CA 92832

13F HOLDINGS REPORT 028-21059 N W Craig Walker 17149065091 WCWalker Fullerton X1 04-07-2021 0 64 176205 false INFORMATION TABLE 2 WCWalkerAssociatesInc_13f.xml DISNEY WALT CO COM 254687106 840 4430 SH SOLE 0 0 0 4430 SPDR S&P 500 ETF TR TR UNIT 78462F103 1249 3076 SH SOLE 0 0 0 3076 ISHARES TR TIPS BD ETF 464287176 5369 42858 SH SOLE 0 0 0 42858 COSTCO WHSL CORP NEW COM 22160K105 215 596 SH SOLE 0 0 0 596 UNION PAC CORP COM 907818108 2787 12607 SH SOLE 0 0 0 12607 ARK ETF TR INNOVATION ETF 00214Q104 2898 23400 SH SOLE 0 0 0 23400 QUALCOMM INC COM 747525103 235 1700 SH SOLE 0 0 0 1700 ISHARES TR MSCI USA MIN VOL 46429B697 2470 35026 SH SOLE 0 0 0 35026 MERCK & CO. INC COM 58933Y105 2035 26851 SH SOLE 0 0 0 26851 APPLE INC COM 037833100 8728 69152 SH SOLE 0 0 0 69152 AMAZON COM INC COM 023135106 4027 1249 SH SOLE 0 0 0 1249 BOEING CO COM 097023105 781 3062 SH SOLE 0 0 0 3062 PROCTER AND GAMBLE CO COM 742718109 233 1706 SH SOLE 0 0 0 1706 WALMART INC COM 931142103 2476 17673 SH SOLE 0 0 0 17673 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1629 11990 SH SOLE 0 0 0 11990 COMCAST CORP NEW CL A 20030N101 2448 44642 SH SOLE 0 0 0 44642 ISHARES TR CORE S&P SCP ETF 464287804 12119 109710 SH SOLE 0 0 0 109710 JPMORGAN CHASE & CO COM 46625H100 3054 20024 SH SOLE 0 0 0 20024 SHOPIFY INC CL A 82509L107 452 391 SH SOLE 0 0 0 391 ISHARES TR 1 3 YR TREAS BD 464287457 489 5674 SH SOLE 0 0 0 5674 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1476 6401 SH SOLE 0 0 0 6401 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 211 801 SH SOLE 0 0 0 801 EATON CORP PLC SHS G29183103 3228 22875 SH SOLE 0 0 0 22875 ISHARES INC CORE MSCI EMKT 46434G103 2573 39227 SH SOLE 0 0 0 39227 ISHARES TR FLTG RATE NT ETF 46429B655 390 7688 SH SOLE 0 0 0 7688 PROSHARES TR S&P 500 DV ARIST 74348A467 2097 23940 SH SOLE 0 0 0 23940 CME GROUP INC COM 12572Q105 2484 12112 SH SOLE 0 0 0 12112 ISHARES TR CORE DIV GRWTH 46434V621 7598 154881 SH SOLE 0 0 0 154881 FACEBOOK INC CL A 30303M102 3624 11832 SH SOLE 0 0 0 11832 ISHARES TR RUS MDCP VAL ETF 464287473 509 4567 SH SOLE 0 0 0 4567 HOME DEPOT INC COM 437076102 3112 9918 SH SOLE 0 0 0 9918 CHUBB LIMITED COM H1467J104 2206 13697 SH SOLE 0 0 0 13697 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1604 4864 SH SOLE 0 0 0 4864 ISHARES TR CORE US AGGBD ET 464287226 958 8390 SH SOLE 0 0 0 8390 VERIZON COMMUNICATIONS INC COM 92343V104 2191 37069 SH SOLE 0 0 0 37069 NETFLIX INC COM 64110L106 3257 5981 SH SOLE 0 0 0 5981 NVIDIA CORPORATION COM 67066G104 2294 4137 SH SOLE 0 0 0 4137 INVESCO QQQ TR UNIT SER 1 46090E103 16226 49046 SH SOLE 0 0 0 49046 UNITEDHEALTH GROUP INC COM 91324P102 252 693 SH SOLE 0 0 0 693 AMGEN INC COM 031162100 1809 7264 SH SOLE 0 0 0 7264 TESLA INC COM 88160R101 434 627 SH SOLE 0 0 0 627 INTERNATIONAL BUSINESS MACHS COM 459200101 268 1994 SH SOLE 0 0 0 1994 RH COM 74967X103 276 454 SH SOLE 0 0 0 454 ISHARES TR RUS 1000 ETF 464287622 15352 66877 SH SOLE 0 0 0 66877 ISHARES TR RUSSELL 2000 ETF 464287655 442 1968 SH SOLE 0 0 0 1968 ISHARES TR CORE MSCI EAFE 46432F842 7075 96462 SH SOLE 0 0 0 96462 MICROSOFT CORP COM 594918104 4598 18552 SH SOLE 0 0 0 18552 ISHARES TR RUS MID CAP ETF 464287499 1383 18228 SH SOLE 0 0 0 18228 SPDR GOLD TR GOLD SHS 78463V107 411 2518 SH SOLE 0 0 0 2518 ALPHABET INC CAP STK CL A 02079K305 636 288 SH SOLE 0 0 0 288 MOTOROLA SOLUTIONS INC COM NEW 620076307 2805 14864 SH SOLE 0 0 0 14864 ALPHABET INC CAP STK CL C 02079K107 3571 1605 SH SOLE 0 0 0 1605 ISHARES TR MSCI EAFE ETF 464287465 608 7876 SH SOLE 0 0 0 7876 ISHARES TR RUS MD CP GR ETF 464287481 733 6954 SH SOLE 0 0 0 6954 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2086 33910 SH SOLE 0 0 0 33910 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 4106 60908 SH SOLE 0 0 0 60908 BEST BUY INC COM 086516101 2169 17967 SH SOLE 0 0 0 17967 UNITED PARCEL SERVICE INC CL B 911312106 324 1870 SH SOLE 0 0 0 1870 MEDTRONIC PLC SHS G5960L103 2320 19149 SH SOLE 0 0 0 19149 ISHARES TR CORE S&P500 ETF 464287200 216 531 SH SOLE 0 0 0 531 ISHARES TR CORE HIGH DV ETF 46429B663 7352 76908 SH SOLE 0 0 0 76908 JOHNSON & JOHNSON COM 478160104 393 2403 SH SOLE 0 0 0 2403 AIR PRODS & CHEMS INC COM 009158106 2693 9351 SH SOLE 0 0 0 9351 PAYPAL HLDGS INC COM 70450Y103 3321 13115 SH SOLE 0 0 0 13115